Winchester, VA Creekside Ln Office

Jason Williams is a financial advisor at Ameriprise Financial Services LLC with 18 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Truist Advisory Services and BB&T Investment Services. Williams serves on the boards of Victory Church and NW Works and participates in finance and community committees in Winchester, VA. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning that focuses on reliable income sources and tax-aware withdrawal strategies through a collaborative, non-discretionary process.

Susan Kagey is a financial advisor at Ameriprise with 28 years of industry experience. She holds the CFP® designation along with Series 63 and Series 65 licenses. Prior to her current role starting in 2020, she worked at Ameriprise Financial Services, Inc. for 15 years. Outside of her advisory work, she serves on the boards of First Presbyterian Church and Shenandoah Valley Westminster Canterbury. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset criteria, combining research and modeling with tax-smart withdrawal strategies. The firm provides a range of advisory, brokerage, and insurance solutions through affiliated entities, with a notable emphasis on managed accounts and algorithmic recommendation processes.